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Bridging the Gap – Donor advised funds and charities working together
Presenters: Sara Neely, CFRE, Victoria Foundation; Karen Dillon, MFA-P, Canada Gives
Over the past several years, the Canadian not-for-profit sector has experienced an exponential growth in the number of DAF providers across the sector. There are now public foundations categorized as independent programs, community foundations, programs operating within financial institutions, faith-based foundations and more; all offering DAF programs! This has no doubt led to confusion and large gaps in understanding around just how DAFs fit into the charitable sector, what benefits they may provide and how DAFs and charities can work together to support one another. Please join us as we explore what we believe to be best practices and recommendations for DAF providers, charities and advisors. Working within an independent public foundation and a community foundation, Karen and Sara will draw on their own experiences working within organizations that are strongly centered around social-good and bridging the often-perceived gap between the donor advised fund holders and the charities they support.
Originally broadcast on April 26, 2023
